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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,628 | $209,888-45.4% | $189,545-39.5% | $167,553-31.6% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 26.95% | 748.66%-721.7pp | 555.36%-528.4pp | 478.89%-451.9pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $15,141 | $8,934+69.5% | $8,220+84.2% | $6,343+138.7% |
| Admin fee / account holder | $390 | $14,300-97.3% | $12,049-96.8% | $12,316-96.8% |